Nvidia, TSMC, dLocal Expected to Rise 25% Again in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- AI Hardware Market Outlook: Nvidia and TSMC, as key suppliers in the artificial intelligence hardware sector, are expected to benefit from increasing AI spending, driving their stock prices to rise by at least 25% again in 2026.
- Payment Processing Potential: dLocal focuses on providing payment processing plug-ins for businesses, and despite its stock being down 80% from its all-time high, it has significant growth potential in third-world markets, with expectations of at least 25% returns in 2026.
- Valuation Risk Warning: While CrowdStrike, ASML, and Alphabet still hold investment value, their high valuations—25x, 43x, and 29x forward earnings respectively—may limit their price increases in 2026.
- Market Performance Comparison: The Motley Fool Stock Advisor boasts an average return of 937%, significantly outperforming the S&P 500's 195%, highlighting the strong performance of its recommended stocks, prompting investors to pay attention to the latest recommendations for potential opportunities.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 184.970
Low
200.00
Averages
264.97
High
352.00
Current: 184.970
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Capital Expenditures: Major tech companies plan to further increase capital expenditures in 2026, primarily for AI infrastructure, which will directly boost Nvidia's GPU sales and solidify its market dominance.
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- Increased Capital Expenditures: Major tech companies plan to further increase capital expenditures in 2026, primarily for AI infrastructure, which will directly boost Nvidia's GPU sales and solidify its market dominance.
- Surge in Product Demand: CEO Jensen Huang noted that demand for the Blackwell platform data center products is “off the charts,” indicating rapid growth in market demand for Nvidia's AI computing products.
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SEC Filing: The dissolution of the stake was formally communicated through a filing with the Securities and Exchange Commission (SEC), highlighting regulatory compliance in the process.
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- ETF Investment Advantages: The Vanguard Mega Cap Growth ETF has delivered a compound annual return of 13.6% since its inception in 2007, with an even faster 18.8% annual return over the last decade, showcasing its potential in tech and AI investments, making it suitable for diversified portfolios.
- Balancing Risk and Reward: Despite the ETF's strong performance, its high concentration warrants caution; investors should avoid allocating all funds to it and consider it as part of a diversified portfolio to mitigate potential volatility risks.
See More
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- Quantum Computing Potential: IonQ is leading in quantum computing accuracy by utilizing a trapped-ion approach that employs actual atoms instead of artificial qubits, enhancing system stability and reliability.
- High Fidelity Milestone: The acquisition of Oxford Ionics allowed IonQ to integrate microwave electronics into its chips, eliminating the need for large lasers and achieving a remarkable 99.99% two-gate fidelity, significantly improving the practicality of quantum computing.
- Error Correction Advances: IonQ's progress in quantum error correction enables the system to maintain correct information even when some qubits fail, enhancing its competitive edge in the quantum computing market.
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- High-Profile Absence: Bill Gates announced his withdrawal from the 2026 India AI Impact Summit just hours before his scheduled keynote, marking the second high-profile cancellation at the event, which could negatively impact its reputation and focus.
- Focus on Core Agenda: The Gates Foundation stated that the decision was made after 'careful consideration' to ensure that the summit's core priorities remain in the spotlight, although no further details were provided, potentially affecting attendee expectations.
- Controversy Impact: Gates' withdrawal comes amid renewed scrutiny over his past association with convicted sex offender Jeffrey Epstein, which may lead to decreased public attention on the foundation's philanthropic efforts, thereby impacting future fundraising and projects.
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